Permissions required: Prompt Admin or System Admin
Document Types are used to categorise and organise documents. They help to locate the right type of document when searching. A document type may have a template that will be used as a starting point when drafting a new document.
To manage Document Types, go to Admin -> Document Types.
Add a new Document Type
Go to Add New Document Type
A new window will open for you to name your document type.
You may upload a file to be used as a template when drafting a document. To upload a file, drag the file to the Upload File box or click the Browse Files link.
Note: You may only upload Microsoft Office supported files such as DOC, PPT and XLS.
Locate and upload your template file, select Open.
Once completed, select Submit to save your document type.
The new document type will be listed ready to use. If your document type has a template it may be downloaded by clicking the Word file icon.
Edit Document Types
To edit an existing document type, select Edit
A new window will open. Edit the document type name and replace or remove the template file.
Reordering Document Types
When managing or searching documents, all document types will be displayed in the Document Types List by the order they are listed. To reorder document types it is possible to drag and drop within the list.
Once reordered the list will be saved automatically.